Trusts & Estates

Our attorneys are experienced in the areas of both estate planning and trust and estate administration. We have an extensive estate practice, assisting clients in the planning and implementation of simple and complex estates and trusts, including living trusts, irrevocable life insurance trusts, family limited partnerships, qualified personal residence trusts, grantor retained annuity trusts, charitable trusts and private foundations.

We analyze estate plans with a view towards minimizing or eliminating the federal and state estate tax, federal generation-skipping transfer tax and state inheritance tax. We also review and recommend various estate planning techniques according to our clients’ needs, including lifetime gifting, retirement benefits planning and estate protection. As a significant number of our clients hold interests in closely held businesses, we have substantial experience in planning for the continuation or sale of such businesses upon the death, disability or retirement of a shareholder or partner.

Our practice also involves all areas of trust and estate administration, including the probate of wills, preparation and filing of state and federal income, gift, estate, inheritance and generation-skipping transfer tax returns, preparation and settlement of executor and trustee accounts and trust and estate litigation.